green-invoice

Green Invoice (Morning)

Instructions

Step 1: Authentication

Green Invoice uses JWT Bearer token authentication. Obtain API credentials from the Green Invoice dashboard: Settings > Developer Tools > API Keys.

Base URLs:

Environment	Base URL
Production	Contact Green Invoice support for current API endpoint
Sandbox	Contact Green Invoice support for sandbox endpoint

Get a token:

curl -X POST [API_ENDPOINT]/account/token \
  -H "Content-Type: application/json" \
  -d '{"id": "YOUR_API_KEY_ID", "secret": "YOUR_API_KEY_SECRET"}'

The response includes a JWT token. Use it in all subsequent requests:

Authorization: Bearer <token>
Content-Type: application/json

Always start by verifying credentials work:

curl -s [API_ENDPOINT]/users/me \
  -H "Authorization: Bearer <token>" | python3 -m json.tool

Step 2: Understand Document Types

Green Invoice supports 13 document types. Each has a numeric code used in API calls.

Code	Hebrew	English	Common Use
10	Quote	Price Quote	Pre-sale proposals
100	Order	Order	Confirmed orders
200	Delivery Note	Delivery Note	Shipment documentation
210	Return Note	Return Note	Product returns
300	Transaction Account	Transaction Invoice	Invoice without payment
305	Tax Invoice	Tax Invoice	Standalone tax invoice
320	Tax Invoice / Receipt	Tax Invoice-Receipt	Most common for Israeli clients
330	Credit Invoice	Credit Note	Refunds and corrections
400	Receipt	Receipt	Payment confirmation
405	Donation Receipt	Donation Receipt	Non-profit donations
500	Purchase Order	Purchase Order	Procurement
600	Deposit Receipt	Deposit Receipt	Security deposits
610	Deposit Withdrawal	Deposit Withdrawal	Deposit returns

Key rule: For Israeli clients who pay immediately, use type 320 (Tax Invoice-Receipt). For invoices where payment comes later, use type 300 (Transaction Invoice). For international clients, use type 400 (Receipt).

Step 3: Create Documents

POST /v1/documents

Required fields: type, client (with name and emails), income (line items array).

{
  "type": 320,
  "date": "2026-03-05",
  "lang": "he",
  "currency": "ILS",
  "vatType": 0,
  "rounding": true,
  "signed": true,
  "attachment": true,
  "client": {
    "name": "Moshe Cohen",
    "emails": ["moshe@example.com"],
    "taxId": "123456789",
    "add": true
  },
  "income": [
    {
      "description": "Web Development Services",
      "quantity": 1,
      "price": 5000,
      "currency": "ILS",
      "vatType": 0
    }
  ],
  "payment": [
    {
      "type": 4,
      "date": "2026-03-05",
      "price": 5000,
      "currency": "ILS"
    }
  ]
}

VAT types (document level):

Code	Meaning
0	Default (VAT added based on business type)
1	Exempt (no VAT)
2	Mixed (some items exempt, some not)

VAT types (income row level):

Code	Meaning
0	Default (follows document VAT setting)
1	VAT included in price
2	Exempt for this line item

Step 4: Payment Types

When adding payment records to a document, use these type codes:

Code	Hebrew	English
-1	Unpaid	Unpaid
0	Withholding Tax	Withholding Tax
1	Cash	Cash
2	Check	Check
3	Credit Card	Credit Card
4	Bank Transfer	Bank Transfer
5	PayPal	PayPal
10	Payment App	Payment App (Bit, Pepper Pay, PayBox)
11	Other	Other

Credit card types (when payment type is 3):

Code	Card
1	Isracard
2	Visa
3	Mastercard
4	American Express
5	Diners

Credit card deal types:

Code	Type
1	Regular (ragil)
2	Installments (tashlumim)
3	Credit
4	Deferred (chiyuv nidche)

Step 5: Manage Clients

Create client: POST /v1/clients

{
  "name": "Startup Ltd.",
  "emails": ["billing@startup.co.il"],
  "taxId": "515123456",
  "country": "IL",
  "city": "Tel Aviv",
  "address": "Rothschild 45",
  "paymentTerms": 30,
  "labels": ["tech", "monthly"]
}

Payment terms:

Code	Meaning
-1	Immediate (shotef)
0	End of month (shotef sof chodesh)
30	End of month + 30 (shotef plus 30)
60	End of month + 60
90	End of month + 90

Other client endpoints:

Method	Path	Description
GET	/v1/clients/{id}	Get client by ID
PUT	/v1/clients/{id}	Update client
DELETE	/v1/clients/{id}	Delete client
POST	/v1/clients/search	Search clients

Search clients:

{
  "name": "Startup",
  "active": true,
  "page": 0,
  "pageSize": 25
}

Step 6: Search and Query Documents

POST /v1/documents/search

{
  "page": 0,
  "pageSize": 25,
  "type": [320, 305],
  "status": [0, 1],
  "fromDate": "2026-01-01",
  "toDate": "2026-03-31",
  "sort": "documentDate"
}

Document statuses:

Code	Meaning
0	Open
1	Closed
2	Manually closed
3	Canceling another document
4	Canceled

Get document: GET /v1/documents/{id}

Close document: POST /v1/documents/{id}/close

Download document PDF: GET /v1/documents/{id}/download/links returns URLs in Hebrew, English, and original language.

Step 7: Link Documents

Documents can be linked to create workflows. Use linkedDocumentIds when creating a new document.

Common linking patterns:

Scenario	Steps
Invoice then receipt	Create type 300 (invoice), later create type 400 (receipt) with linkedDocumentIds: ["invoice-id"]
Credit note for invoice	Create type 330 (credit note) with linkedDocumentIds: ["original-id"] and linkType: "cancel"
Quote to order to invoice	Create type 10 (quote), then type 100 (order), then type 300 (invoice), linking each

When a receipt is linked to an invoice with full payment, the invoice automatically closes.

Step 8: Item Catalog

Manage reusable product/service items:

Method	Path	Description
POST	/v1/items	Create item
GET	/v1/items/{id}	Get item
PUT	/v1/items/{id}	Update item
POST	/v1/items/search	Search items

Use itemId in income line items to reference catalog items instead of manually specifying description and price each time.

Step 9: Business Types and VAT Rules

Green Invoice handles VAT automatically based on business type:

Code	Hebrew	English	VAT Behavior
1	Licensed Dealer	Licensed Dealer (Osek Murshe)	VAT added (17% current rate)
2	Limited Company	Ltd. Company	VAT added
3	Exempt Dealer	Exempt Dealer (Osek Patur)	No VAT
4	Non-Profit Organization	Non-Profit (Amuta)	No VAT
5	Public Benefit Company	Public Benefit Company	No VAT
6	Partnership	Partnership	VAT added

Set vatType: 0 on documents and the system applies the correct VAT based on your business type. Override with vatType: 1 for exempt transactions or vatType: 2 for mixed documents.

Step 10: Webhooks

Configure webhooks in: Settings > Developer Tools > Create Webhook.

Webhooks fire on document creation. The payload includes the full document object:

{
  "id": "document-uuid",
  "type": 320,
  "number": 12345,
  "currency": "ILS",
  "date": "2026-03-05",
  "total": 5850,
  "recipient": {
    "name": "Client Name",
    "emails": ["client@example.com"]
  },
  "items": [
    {
      "description": "Service",
      "quantity": 1,
      "price": 5000
    }
  ],
  "files": {
    "signed": true,
    "downloadLinks": {
      "he": "https://www.greeninvoice.co.il/api/v1/documents/download?d=...",
      "en": "https://www.greeninvoice.co.il/api/v1/documents/download?d=..."
    }
  }
}

Common webhook automations:

• Save PDF to Google Drive or Dropbox on invoice creation
• Update CRM when a receipt is issued
• Send Slack notification for new documents
• Sync invoices to external accounting systems

Consult references/api-reference.md for the complete webhook payload schema.

Step 11: Currencies and Exchange Rates

Green Invoice supports 28 currencies. If currencyRate is not specified, the system uses Bank of Israel (BOI) exchange rates for the document date.

Common currencies: ILS, USD, EUR, GBP, JPY, CHF, CAD, AUD.

For multi-currency invoices, each income line item can specify its own currency and currencyRate. The totals are always calculated in the document's base currency.

Step 12: Sandbox Testing

Always test in the sandbox environment before going to production:

1. Register for a sandbox account at the Green Invoice sandbox
2. Use the sandbox base URL provided by Green Invoice support
3. Generate sandbox API credentials
4. Test all document creation, client management, and webhook flows
5. Verify VAT calculations and document linking work correctly
6. Switch to production URL when ready

Examples

Example 1: Create Tax Invoice-Receipt for Israeli Client

User says: "Create a hashbonit mas kabala for a client paying by bank transfer"

Actions:

1. Authenticate with Green Invoice API
2. Create client if new (POST /v1/clients with name, email, taxId)
3. Create document type 320 (Tax Invoice-Receipt) with payment type 4 (bank transfer)
4. Set signed: true for digital signature, attachment: true to email PDF

Result: Tax invoice-receipt created, digitally signed, and emailed to client as PDF.

Example 2: Monthly Recurring Invoices

User says: "I need to send monthly invoices to 3 retainer clients"

Actions:

1. Search existing clients: POST /v1/clients/search with client names
2. For each client, create document type 300 (Transaction Invoice) with description "Monthly Retainer - March 2026"
3. Set dueDate to payment terms date, lang based on client preference
4. Documents are emailed automatically when attachment: true

Result: Three invoices created and sent, each with correct payment terms and language.

Example 3: Issue Credit Note for Partial Refund

User says: "Refund half the amount on invoice #12345"

Actions:

1. Get original document: GET /v1/documents/{id}
2. Calculate refund amount (half of original total)
3. Create document type 330 (Credit Note) with linkedDocumentIds: ["original-id"] and linkType: "cancel"
4. Set income amount to negative refund value

Result: Credit note issued, linked to original invoice, with partial refund amount.

Example 4: Webhook Automation for Document Filing

User says: "Set up automatic filing when Green Invoice creates a document"

Actions:

1. Configure webhook URL in Green Invoice dashboard
2. Implement webhook endpoint that receives document payload
3. Extract type field to route document (invoice vs receipt vs credit note)
4. Use files.downloadLinks.he to download the Hebrew PDF
5. File to appropriate folder based on document type and date

Result: All new documents automatically downloaded and organized by type and month.

Bundled Resources

Scripts

• scripts/green-invoice-client.py -- Python helper for common Green Invoice API operations: authenticate, create documents, search clients, and list recent documents. Run: python3 scripts/green-invoice-client.py --help

References

• references/api-reference.md -- Complete Green Invoice API endpoint reference with request/response schemas, all enum codes, and payload examples. Consult when building API integrations or debugging request formats.
• references/document-workflows.md -- Common Israeli business document workflows: freelancer billing, retainer invoicing, refund flows, multi-currency billing, and e-commerce integration patterns. Consult when designing invoicing automation or choosing the correct document type sequence.

Gotchas

• Agents often use document type 305 (Tax Invoice) instead of 320 (Tax Invoice-Receipt), which is the correct type for most Israeli B2C transactions where payment is received immediately.
• The VAT rate in Green Invoice API responses reflects the business type setting, not a hardcoded value. Agents should not override VAT calculations unless the document has mixed-VAT items.
• Green Invoice JWT tokens expire periodically. Agents may cache a token and reuse it across sessions without refreshing, leading to 401 errors.
• Agents sometimes pass vatType: 1 at the document level thinking it means "include VAT", but it actually means "VAT exempt". Use vatType: 0 for standard VAT behavior.
• The API changed its branding from "Green Invoice" to "Morning" but the API domain remains api.greeninvoice.co.il. Agents may try to use a non-existent api.morning.co.il endpoint.

Troubleshooting

Error: "401 Unauthorized" on API calls

Cause: JWT token expired or invalid credentials Solution: Tokens expire periodically. Re-authenticate by calling POST /v1/account/token with your API key ID and secret. Verify credentials in Green Invoice dashboard under Settings > Developer Tools.

Error: "Document type not supported for your business type"

Cause: Osek Patur (exempt dealer) cannot issue Tax Invoices (type 305) Solution: Check your business type. Osek Patur should use type 320 (Tax Invoice-Receipt) or type 400 (Receipt). Osek Murshe and Ltd. companies can use all document types.

Error: "VAT calculation mismatch"

Cause: Mixing vatType settings between document level and income row level Solution: Set vatType: 0 at document level to use defaults. Only override at the income row level when you have mixed VAT items. If VAT is included in prices, set income row vatType: 1.

Error: "Client email required"

Cause: Creating a document without providing client email Solution: The client.emails array must contain at least one valid email when attachment: true. For documents that should not be emailed, set attachment: false.